Commentary and Updates
From our regular market commentary to our expert breakdowns of government budgets and statements, here’s where you can stay up to date with all the latest financial developments.
Dr Scott Osborne: Why We Won’t Be Holding Gold – Q1 2026 Market Update.
In our latest Quarterly Market Update, Director Paul Kelly speaks with Dr Scott Osborne about gold, the devaluation of the dollar, AI 's impact on markets as well as the portfolios positioning.
Bubbles, Budgets and Barriers: Q4 2025 Market Update.
In our latest Quarterly Market Update, Paul Kelly speaks with Dr Scott Osborne about potential stock market bubbles, the upcoming Budget, tariffs and trade wars and the portfolio's positioning.
Trump’s Victory and Labour’s Budget: Quarterly Market Update Q4 2024
Many of the key macroeconomic events on our radar for 2024 have now unfolded: the results of the US Presidential election were called quickly in favour of Donald Trump, and Labour’s ‘book balanced budget’ (with lots of spending promises) helped boost market sentiment, there is a lot to digest.
Has the War on Inflation Finally Been Won? – Q3 2024 Quarterly Market Update
Hannah Kennedy is joined by Dr. Scott Osborne to discuss the recent US and UK elections, including the surprising developments in both regions: the attempted assassination of Donald Trump, Joe Biden stepping aside to make way for Kamala Harris, and the UK election being called in July.
Why Exchange Rates Matter – Q2 2024 Quarterly Market Update
In the Q2 2024 Market Update, Hannah Owen and Dr Scott Osborne delve into markets over the past few months, and why it is important to maintain a long-term outlook.
Bonds Are Back in Town – Highlight from Our Q4 2023 Astute Market Update
In this highlight video, we look back to November 2023, when Chief Investment Officer Dr Scott Osborne discusses his bond outlook.